Starter 60/40 Fee Split

Starter Package – 60/40 Revenue Split

For rising tax pros ready to grow with guidance.

This package is designed for individuals who have some tax prep experience or basic training — and are ready to sharpen their skills while earning income. You should feel comfortable completing returns with minimal assistance, but know that support is available when you need it.

This is a great fit for someone who’s still building their confidence, client base, and overall foundation in the tax industry. Think of it as your stepping stone to bigger moves.

Returns will be reviewed.

Revenue Share: 60/40
EFIN Required: No
Minimum Returns Required: 25

What’s Included:

• 💻 Access to Professional Tax Software

• 📚 Software & Tax Prep Training

• 🧾 Tax 101 Refresher

• 🏦 Bank Product Registration

• 🏛 IRS Registration Assistance

• 💸 Ability to Offer Tax Advance Loans

• 📄 Ready-to-Use Client Forms

• 📢 Tax Law & Compliance Updates

• 💡 Tech Support

• 🏷 Custom Business Name Setup